Capital Consulting & Investment Group LLC
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About
Capital Consulting & Investment Group LLC provides investment advisory and financial planning services to a broad mix of individual and institutional clients, including individuals, families, high‑net‑worth clients, business owners, professionals, retirees, trusts, small businesses, and retirement plans. The firm offers personalized investment management and comprehensive planning services such as retirement, tax, business‑owner, estate coordination, education planning, employer retirement plan consulting, insurance needs analysis, cash‑flow planning, and wealth preservation; it currently does not manage client assets.
The firm delivers advice on a non‑discretionary basis, tailoring recommendations to each client's objectives, risk tolerance, tax circumstances, liquidity needs, and time horizon. Typical recommendations may include mutual funds, ETFs, individual equities, and fixed‑income securities, and client portfolios and plans are reviewed periodically (generally quarterly) with clients retaining final authority over transactions.
Distinctive features disclosed in the brochure include related business activities: the managing member provides accounting and tax services, real estate advisory, mortgage consulting, and insurance planning through a separate business, with approximately 20% of business time devoted to those activities. The firm also uses a mix of compensation approaches—asset‑based advisory arrangements alongside separate fixed planning engagements and the option for clients to be invoiced rather than have fees deducted—does not accept custody or discretionary trading authority, and does not sponsor private investment funds.
Client services
Expertise
Occupation focus
Fee options
Comprehensive financial planning engagements ranging from $2,500 to $10,000 depending on complexity
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.65%
Main office
110 Corcoran Street
Durham NC 27701
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Capital Consulting & Investment Group · Capital Consulting & Investment Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
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